ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions.
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Custom input options
Custom inputs allow you to collect additional information about your supporters when they donate on your form. ActBlue contribution forms already require donors to fill out important information, including:
- Name
- Address
- Occupation
- Employer
Some forms also collect phone numbers and employer addresses, depending on local campaign finance laws.
Most campaigns and organizations don't need to gather more information and add steps to the donation process. But if you need to ask donors for additional info, you can add a custom input.
First, locate the form on the Contribution Forms page of your Dashboard and click "Edit" to open the form editor.
Navigate to the “Form Customization” tab.
In the “Custom Input” section at the bottom of the tab, you can choose between:
- Text field: for optional, open-ended questions or feedback
- Radio buttons: for quick survey questions or opt-ins
Text field
For open-ended responses, select “Text field” from the “Choose an Input Type” dropdown. In the “Label” field, specify the information you need from your donors. For instance, label the field “Who referred you?” if you want to know which of your supporters referred them to donate.
Radio buttons
If you want donors to choose from a few clear options, select “Radio buttons” from the “Choose an Input Type” dropdown. First, enter your question or prompt in the “Label” field. Then, customize your options. You must have at least two options and can create up to five by clicking the “Add Option” button.
Because all ActBlue forms already ask for important donor information, you can only add one custom input per contribution form.
View your Custom Input on your form in the real-time form preview.
Whether a first-time donor, ActBlue Express user, or returning donor, all donors will see your custom input when they reach the payment information step. View your form as different types of donors by clicking the “Previewing as” dropdown in the upper right corner or preview the form as yourself when you close the form editor.
For a first-time donor, a custom input will look like this:
Click the “Publish” button at the top of the form editor to save your changes.
Downloading donor information from custom inputs
Click the “Stats” button in the form navigation bar to visit your Statistics page.
You can download all contributions by clicking the blue “Export all contributions” in the top right corner.
You can also find donor information from custom inputs in the reports available in the Downloads tab of your Dashboard. Read more about downloading donor information.
The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.
If you have any questions, please contact our support team using the email address you use to access your ActBlue account.
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